The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 27,490,128 | 241,332 | SH | SOLE | 241,332 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 6,888,364 | 152,600 | SH | SOLE | 152,600 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 4,724,915 | 24,359 | SH | SOLE | 24,359 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 25,434,704 | 175,970 | SH | SOLE | 175,970 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 31,173,699 | 35,938 | SH | SOLE | 35,938 | 0 | 0 | |||
| CALIX INC | COM | 13100M509 | 16,595,524 | 332,509 | SH | SOLE | 332,509 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 3,526,752 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | |||
| CIENA CORP | COM NEW | 171779309 | 8,833,119 | 207,887 | SH | SOLE | 207,887 | 0 | 0 | |||
| FABRINET | SHS | G3323L100 | 21,794,513 | 167,805 | SH | SOLE | 167,805 | 0 | 0 | |||
| KLA CORP | COM NEW | 482480100 | 11,540,566 | 23,794 | SH | SOLE | 23,794 | 0 | 0 | |||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 17,532,093 | 267,543 | SH | SOLE | 267,543 | 0 | 0 | |||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 16,256,106 | 181,450 | SH | SOLE | 181,450 | 0 | 0 | |||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 20,117,085 | 37,238 | SH | SOLE | 37,238 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 31,224,798 | 73,814 | SH | SOLE | 73,814 | 0 | 0 | |||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 31,438,676 | 332,403 | SH | SOLE | 332,403 | 0 | 0 | |||
| PURE STORAGE INC | COM | 74624M102 | 7,511,280 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | |||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 19,564,786 | 391,374 | SH | SOLE | 391,374 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 20,996,820 | 84,240 | SH | SOLE | 84,240 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 18,240,631 | 41,893 | SH | SOLE | 41,893 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 19,256,444 | 190,809 | SH | SOLE | 190,809 | 0 | 0 | |||